In our latest Podcast special, Ian Conway and James Crux welcome Guy Anderson of Mercantile Investment Trust (LON:MRC). Mercantile is one of the largest and most illustrious UK investment trusts dating back over 140 years.
The trust focuses on UK companies outside the FTSE 100 which it believes can be ‘tomorrow’s market leaders’. And its successful track record means Mercantile is one of a select group of AIC Millionaire makers. If you had invested the full ISA allowance, including dividends from 1999 to 2025 you would have a pot of nearly £1.25 million.
Guy outlines the qualities he looks for in identifying tomorrow’s market leaders. Our special guest tells us about Mercantile’s sell discipline and why the gearing on the trust is relatively high.
Anderson lends us his view on the M&A wave sweeping across the UK market – portfolio holdings bid for of late include Mitie (LON:MTO), easyJet (LON:EZJ) and Rotork (LON:ROR). He also tells our audience why he is confident in growing Mercantile’s payout at above the rate of inflation.
Disclaimer: The author James Crux has a personal interest in Mercantile Investment Trust.
Get involved
If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel.
You can also follow us on X, Bluesky, Facebook or LinkedIn. And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest.
